Dimensional Etf Trust shares owned by Core Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Core Wealth Management
from 13F filings
Historical chart of Core Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Core Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Core Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $555k | 12k | 48.19 |
| 2025-06-30 | $639k | 13k | 48.01 |
| 2025-03-31 | $824k | 17k | 47.52 |
| 2024-12-31 | $627k | 13k | 46.88 |
| 2024-09-30 | $632k | 13k | 47.00 |
| 2024-06-30 | $632k | 13k | 47.00 |